ConnectWise CPQ (formerly ConnectWise Sell, and Quosal) is the quote and proposal
solution of the ConnectWise Suite. With
ConnectWise Sell, users can create professional technology quotes and proposals
that include rich product information, cover letters, and statements of work in
minutes and automatically update their sales pipelines accordingly.
The vendor says key benefits include:
Save time creating IT quotes
and proposals through automation
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Dispatch
Score 5.0 out of 10
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Dispatch is a field service management platform for brands that use 3rd party contractors to install, repair, support or maintain products for customers. It allows brands to find and hire contractors, and allows contractors to communicate about service details with customers from their mobile phones.
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SAP Sales Cloud
Score 8.5 out of 10
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SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.
The most powerful features are the fact that you can see when your clients have viewed your quote, and that it can pull in real-time information about the products you are selling. It is all online-based, so you can use it from anywhere which is a big advantage over other quoting tools that I have used. We don't use the procurement capabilities, but for quoting pricing and customer visibility it works fantastically.
Dispatch is well suited for teams looking to improve their delivery notification process. The ability to notify customers via automated phone call or text is invaluable and takes the burden away from the drivers and delivery team on the ground, who can be unreliable and inefficient at times depending on the situation.
Well, I've been using SAP Sales Cloud for 6 months now so my conclusions are that if your employees are techy friendly then I would recommend It, but if they are quite not used to advanced CRM tools could be a bit overwhelming at first. Pricing it's okay thought, compares to other tools I've used previously.
ConnectWise Sell does an excellent job of neatly presenting quotes and proposals to the end user. There are multiple different options for the look and function of the quotes. There are also options for custom quote templates that are designed directly for your organization.
ConnectWise Sell does a reasonably good job of connecting to and working with Autotask. It took our organization about 6 months to figure out the correct way to flow from quote to invoice with our systems. Sell will easily pull in your customer information from Autotask into a quote and allow you to send the quote direct from your email.
I'd like to see ConnectWise Sell develop a more user-friendly environment for advanced form and template design that doesn't require developer skills or consulting engagements. in order for us to develop these forms makes us reliant on consultants. These engagements are worth the cost, but sometimes we just don't have time to wait for them to be delivered.
I'd like to see ConnectWise Sell automatically generate a quote for items such as warranties or services that are expiring in ConnectWise Manage. This would save us a tremendous amount of time preparing quotes.
I'd like to see a new version automatically created when changes are made to a quote with the ability to reverse or revert back to a particular version. Sometimes people make mistakes and delete or change something they shouldn't have. Or customers want a change to version 1 only to change their minds when you send them the updated one, and want to go back to the original one.
We are in our 4th year with Quosal and fully expect to renew again and again. With their development of additional features such as the Order Porter, Visual Quoting and others, we see the adoption rates continuing to rise while making our time to quoted shorter and shorter. Quosal and ConnecWise's vision of automated quoting is an exciting frontier that we are very happy to be a part of
SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
Quosal is a very solid product with a LOT of functionality. Quosal has two main products that they offer, 'Quosal Sell' and 'Quosal Create.' If you are looking for an "out-of-the-box" or "ready to use" quoting software, I would recommend Quosal Sell. If you are interested exploring advanced functionality and integration or have a resource on staff willing to assume an "admin" role, I would highly recommend Quosal Create.
In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
Have to wait till 11pm EST time to get someone knowledgeable. That sucks truly. Almost half my day is gone. They need to provide premium support, where I can contact a "real" Quosal rep, anytime of the day or night 24/7
Dispatch has timely customer service and set up support. Unfortunately, they are only able to assist via phone and do not have a chat option. Chatting would be much easier for being able to answer simple questions or software issues instead of having to wait on hold over the phone.
SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
Great implementation, the Quosal team has a smart and well planned process to guide your team through the process. More importantly, they understand the challenges with change and user adoption.
I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
When it comes to the quoting layout Sell gives you so many more customization options. The item inventory is also easier to maintain. Sell is by far the best selling module that I have used thus far and it has helped keep us more organized.
We used Route4Me but surprisingly there are very few alternatives and companies on the market that are well suited for performing this kind of tracking. I am somewhat disappointed that Dispatch is the only option, only because the desktop and mobile applications can be so buggy and, at times, unreliable. But, the other existing options on the market are much worse.
Sap sales cloud has boosted the supply chain network . Sap Sales cloud has seamlessly unified the backend business processes into more transparent effective ones.The customer satisfaction have also increased with better customer collaboration and relationship.The vendor management process has also been significantly impacted and all for good. Customers are really happy with it
Connectwise Sell is listening and building their software to fit the needs of their customers. Sell is consistently looking to us for feedback and making sure their product is working for us as partners/customers. We feel we are generally behind on getting to know their updates and software upgrades. They are a great vendor and wonderful corporation.
1. It much needed to the end-user like sales person and marketing team to read the real time analysis for better decision making and deal closing. 2. Cost calculation and tracking becomes easier on go. 3. HR department, sales and marketing teams are getting insights for further improvement of the process of sales and conversion rate. 4. Easier to know customer behavior and taste.
Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
